Harpswell Capital Advisors, LLC

Q3 2025 13F Holdings

  • Location
    yarmouth, ME
  • Num holdings

    35

  • Value ($000)

    $104,858

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0001806630
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VSGX

VANGUARD WORLD FD

ESG INTL STK ETF
921910725
$39.80M
38 %

573,800

E
ESGV

VANGUARD WORLD FD

ESG US STK ETF
921910733
$15.65M
15 %

132,151

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$7.25M
7 %

172,470

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$5.80M
6 %

132,100

V
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
922042742
$5.53M
5 %

40,144

E
EDV

VANGUARD WORLD FD

EXTENDED DUR
921910709
$4.13M
4 %

60,389

V
VSS

VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF
922042718
$3.84M
4 %

26,912

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$3.76M
4 %

50,536

C
CATH

GLOBAL X FDS

S&P 500 CATHOLIC
37954Y889
$1.85M
2 %

22,772

K
KRE

SPDR SERIES TRUST

S&P BIOTECH
78464A870
$1.68M
2 %

16,768

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 35